Coach developing advisors at Sun Life through recruiting, onboarding, training, and relationship-focused business development. Support advisor growth through structured guidance and sales leadership.
As a Business Development Partner, you will help advisors establish holistic financial services practices during their first four years. Your work will include life and health insurance, wealth products, recruiting, and business planning. You will report to the District Manager while collaborating with district, regional, and head office teams.
Key Responsibilities:
- Source candidates through community contacts and referral sources
- Support licensing studies, market identification, and business planning
- Train advisors in products, sales processes, and client support
- Coach prospecting, cross-selling, sales cycles, and business management
- Monitor activities, compliance measures, and production metrics
Requirements:
- Business acumen and insurance and wealth product knowledge
- Strong sales management and business development skills
- Strong prospecting and recruitment capabilities
- Mentoring, coaching, performance management, and influencing skills
- Problem-solving, analytical, decision-making, and communication skills
Bring coaching, recruitment, sales management, and financial services knowledge to help Sun Life advisors build sustainable practices.
Business Development Advisor Coach employer: Sun Life
Sun Life is an exceptional employer that fosters a collaborative and innovative work culture, making it an ideal place for a Product Owner to thrive. With a strong focus on employee growth, you will have access to continuous learning opportunities and the chance to work alongside talented professionals in a hybrid environment that promotes work-life balance. Located in a vibrant city, Sun Life offers unique advantages such as competitive benefits and a commitment to enhancing the digital experience for Advisors and Firms, ensuring your contributions are meaningful and impactful.